Scott O'dell is a registered investment advisor at Morgan Stanley, based in Naples, FL, with 33 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
8889 Pelican Bay Boulevard, Suite 300, Naples, FL, 34108
Get directionsHistory
Regulatory History (4)
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Customer Dispute
November 2015Denied
Customer Dispute
February 2005Closed-No Action
Customer Dispute
April 1999Settled
Customer Dispute
April 1996Award / Judgment
Other Business Activities
Scott is a board member at large for Terracina HOA since 2005, dedicating minimal time. He is also a board member for Vineyards Radio Network since 2005, spending a few hours per week.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
September 2007 - June 2009 · 1 yr 9 mos
Morgan Stanley & CO. IncorporatedBroker
August 2007 - June 2009 · 1 yr 10 mos
A. G. Edwards & Sons, INC.
July 1994 - September 2007 · 13 yrs 2 mos
A. G. Edwards & Sons, INC.Broker
March 1993 - September 2007 · 14 yrs 6 mos
State Registrations44 states
ALARAZCACOCTDCDEFLGAIDILINKSKYLAMAMDMEMIMNMOMTNCNHNJNMNVNYOHOKORPARISCTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.